Randi Taxin

United Retirement Advisor Group

Randi Taxin is the Executive Director of the nonprofit Adult Education Program, Inc. and owner of the Retirement Planning Firm, United Retirement Advisor Group.

Randi is certified with the National Social Security Association LLC, which allows Randi to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.

Randi’s credentials include Retirement Income Planner, Advanced Life and Health Insurance License through Pennsylvania Department of Insurance and National Social Security Advisor. Randi is the Western Philadelphia area instructor for adult education courses offered under the Council of Financial Educators. These courses were developed for people age 50 and up who seek an alternative to the typical Wall Street Myths to financial planning.

Professional Qualifications:

Owner and President, United Retirement Advisor Group (5 years)

Executive Director, Adult Education Program, Inc. (3 years)

Manager, United Senior Advisor Group (20 years)

Ronald Taxin

United Retirement Advisor Group

A Ronald (Ron) Taxin has been active in the income tax, financial, estate and retirement planning area for over 35 years. Ron worked at large international accounting firms assisting Fortune 500 officers and high net worth individuals. During the past 5 years Ron has advised small- Mid sized business owners, entrepreneurs and near retirees on investments, tax and estate planning and preparation for retirement. He has spoken at numerous conferences regarding tax issues and planning for individuals and businesses.
Ron is a graduate of Lehigh University with a BS in Accounting and Finance, JD from University of San Francisco and a Masters in Tax from Temple University School of Law. Ron is an Independent Advisory Representative and the Tax Director at the University of Delaware.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

Disclosure

This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.

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